来源：中国石油石化 当地时间12月16日，欧盟委员会公布一项提案计划，在欧洲汽车行业承受压力之下，放弃自2035年对新燃油车实施的实际禁令。路透社 当天报道指出，这标志着欧盟近年来在绿色政策方面所作出的"最大退让"（biggest retreat）。 多家媒体称欧盟执行委员会正计划于12月16日公布一系列提案，弱化该禁令，允许使用生物燃料或合成燃料的内燃机车辆在2035年后继 续合法注册销售。 目前，这项提案仍需得到欧盟各国政府和欧洲议会的批准，而一旦获批，将允许部分非电动汽车继续销售。此前，欧洲地区工业强国德 国和意大利的汽车制造商一直寻求放宽相关规定。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 早在2023年3月28日，欧盟正式立法，规定从2035年起，禁止在欧盟27国销售全新燃油轿车和小型货车。 德国总理弗里德里希·默茨（Friedrich Merz）在3天前的致信，或许是引起这一变化的关键因素之一。信中，弗里德里希·默茨敦促欧盟放 宽禁令，寻求为插电式混合动力车及高效内燃机汽车争取豁免资格。 12月8日，该禁令中"2030年前强制企业车队和租车公司的新注册车辆全部转为纯电"的计 ...

证券日报网讯 12月17日，泰晶科技在互动平台回答投资者提问时表示，公司车规级产品已开发2000余 款料号，在车身域、智驾域、座舱域、动力域和底盘域等多场景全方位加快市场导入。汽车智能化、电 动化程度越高，晶振的使用量越多。 （文章来源：证券日报） ...

泰晶科技（603738.SH）12月17日在投资者互动平台表示，公司车规级产品已开发2000余款料号，在车 身域、智驾域、座舱域、动力域和底盘域等多场景全方位加快市场导入。汽车智能化、电动化程度越 高，晶振的使用量越多。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问L3落地是否对公司形成实质性利好？谢谢！ ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 同时，吴祖钰判断，2050年AIDC电力需求将达到全球总用电量的8%。吴祖钰提出，2050年全球"电动 车+AIDC"用电量将约等于新增一个中国总用电量。 平安证券指出，考虑2035年风光总装机36亿千瓦的目标（2024年底的2.6倍），国内储能成长空间广 阔。具体驱动因素来看，"强制配储"退出历史舞台，容量电价、现货市场机制逐渐完善，独立储能收益 模式逐步理顺，国内大储逐渐从成本中心转变为可盈利资产，装机动力提升，供需格局改善。海外市场 在电网支撑、数据中心供电等需求驱动下快速增长，国内外需求景气共振，储能后续增长动力充足。 12月12日，在第三届海辰储能生态日上，海辰储能董事长吴祖钰在演讲中表示，今年我国电动车渗透率 已经过半，预计2050年，全球将实现全面电动化，届时电动车的用电需求将占全社会总用电量的10%， 这也是全球范围内单一最大的用电场景。 ...

泰晶科技称，公司本次通过参与设立投资基金符合公司整体发展规划。公司经营情况良好，财务状况稳 健，公司本次对外投资的资金来源于公司自有资金，不会影响公司生产经营活动和现金流的正常运转。 泰晶科技（603738）(603738.SH)日前发布公告，公司拟认缴出资1000万元与专业投资机构共同投资， 设立共青城羲和菲菱楠芯创业投资合伙企业(下称"合伙企业"或"基金")。目前合伙企业已完成募集，不 过仍需取得中国证券投资基金业协会备案。 此外，随着汽车智能化、电动化浪潮加速，泰晶科技在车规级晶振领域持续取得突破。未来，泰晶科技 将吸引更多汽车行业客户，在汽车电子领域构建更广泛的业务版图。 以自有资金认缴出资1000万 泰晶科技是全球少数几家具备石英晶体MEMS光刻工艺技术先进生产能力的企业之一，在国内率先实现 石英晶体MEMS光刻工艺产业化、规模化并获得良好经济收益。2024年泰晶科技荣获国家制造业单项冠 军，公司音叉谐振器相关产品进入国际前三阵列。 基于数据通信与智算互联赛道产业链的发展潜力，聚焦国产替代核心关键环节开展价值投资，夯实产业 布局，泰晶科技作为有限合伙人与私募基金管理人暨普通合伙人深圳羲和投资管理有限 ...

Group 1 - The 21st Changsha International Auto Show attracted 501,700 visitors and featured 71 participating brands, with a total transaction volume of 20,157 vehicles and an estimated transaction value of approximately 4.5 billion yuan [1][2] - The auto show highlighted the strong performance of new energy vehicles, which accounted for 70% of the 933 exhibited vehicles and 62.07% of the total transaction volume [2] - Major brands such as BYD and Xpeng showcased innovative technologies, including BYD's smart experience area and Xpeng's flying car, which received over 10 orders in a single day [1][2] Group 2 - The event served as a significant platform for the automotive industry, demonstrating consumer enthusiasm and industry vitality, which are expected to contribute to the development of the automotive sector by 2026 [3] - The auto show featured various activities, including a live broadcast competition and a "Super Smart Driving Conference," enhancing its appeal as a comprehensive experience space that integrates technology, culture, and trends [2] - The integration of manufacturer and government incentives attracted a significant number of consumers, with 37.93% of car buyers coming from outside Changsha, showcasing the event's influence [2]

12月15日，全球顶级跑车制造商法拉利宣布，公司与三星显示在新一代显示屏方面的合作正在稳 步推进。三星显示汽车OLED面板因其创新性的形态设计而被法拉利选中，并将应用于其未来车型 之中。 7月，三星显示被爆出将为奔驰旗下的迈巴赫S级轿车供应48英寸P2P OLED显示屏。该款显示屏 将搭载于2028年上市的新款迈巴赫车型上，三星显示为独家供应商。 据悉，与一般的车用显示屏相比，P2P显示屏的独特之处在于其横跨汽车左右两侧支柱，能够完整 覆盖驾驶员与前排乘客前方的整个区域。而由于汽车仪表盘整体长度较长，且左右两侧呈弧形设 计，传统的液晶显示屏及刚性OLED显示屏均难以满足这一形态需求，而柔性OLED凭借其可弯曲 特性，成为实现P2P显示屏的关键技术支撑。（集邦Display整理） 据介绍，三星显示的OLED面板采用超窄边框设计，在纯黑显示效果与对比度表现上尤为出色。这 些显示屏可提升法拉利车型内饰的美学质感，更能优化整体驾驶体验，实现功能性与艺术性的融 合。 图片来源：法拉利 法拉利首席开发与研究官Ernesto Lasalandra表示："法拉利与三星显示的合作反映了汽车行业发 展关键趋势，尤其是在数字化、用 ...

Core Viewpoint - The article highlights the strong performance of the pickup truck market in China, with significant year-on-year growth in both sales and production, driven by key players like Great Wall Motors and the increasing demand for electric pickups [2][3]. Pickup Truck Sales - In November 2025, the pickup truck market sold 56,000 units, marking an 18.8% year-on-year increase and a 16.8% month-on-month increase, reaching a five-year high [2]. - From January to November 2025, total sales reached 537,000 units, reflecting a 12.1% year-on-year growth [2]. - The production in November 2025 was 52,000 units, up 8% year-on-year, with a total production of 527,000 units from January to November, showing a 14.5% increase [2]. Key Players in the Market - Great Wall Motors continues to lead the pickup market, with stable performance both domestically and internationally [2]. - Other strong performers include Changan Automobile, SAIC Maxus, JAC Motors, and Zhengzhou Nissan, with notable growth in exports [2]. - The domestic retail market shows a "one strong, many strong" pattern, with Great Wall, JMC, Zhengzhou Nissan, Radar, and Jiangxi Isuzu performing well [2]. Regional Demand - The main demand for pickups is concentrated in the Southwest and Northwest regions, which accounted for 45% of total demand in November 2025 [2]. - The performance in the Beijing-Tianjin-Hebei region is weaker compared to the western regions [2]. Export Performance - In November 2025, China exported 32,000 pickups, a 54% year-on-year increase and a 19% month-on-month increase, with total exports reaching 268,000 units from January to November, up 22% year-on-year [3]. - Exports accounted for 45% of total pickup sales in 2024, rising to 57% in November 2025 [3]. New Energy Pickup Trucks - In November 2025, sales of new energy pickups reached 8,000 units, a remarkable 152% year-on-year increase and a 40% month-on-month increase [3]. - Cumulatively, 67,000 new energy pickups were sold from January to November 2025, reflecting a 335% increase [3]. - Major contributors to new energy pickup sales include BYD, with 3,594 units sold overseas, and other brands like Geely and Changan also showing significant sales [3].

Core Viewpoint - The Chinese automotive industry is undergoing a significant transformation during the "14th Five-Year Plan" period, focusing on electric, intelligent, connected, and low-carbon vehicles, establishing a resilient supply chain system that is globally competitive [3][4][5]. Group 1: Achievements and Challenges - The automotive industry has faced numerous challenges, including the global pandemic, chip shortages, and rising battery material costs, yet has managed to achieve a recovery in the domestic market and expand internationally [5]. - Key achievements in the automotive parts industry during the "14th Five-Year Plan" include strengthening the foundation, enhancing innovation capabilities, improving the industrial ecosystem, and making significant progress towards green and low-carbon transitions [5][6]. Group 2: Future Goals and Strategies - The "15th Five-Year Plan" period is critical for transitioning from a major automotive nation to a strong automotive nation, with a focus on consolidating and expanding the leading advantages in smart and connected new energy vehicles [4][7]. - The automotive supply chain will enter a deep transformation phase, emphasizing the need for innovation, collaboration among leading enterprises, and the establishment of a mutually beneficial industrial chain [7][8]. Group 3: Globalization and International Cooperation - China's automotive industry is shifting from product export to technology, standards, and brand output, necessitating deeper international cooperation and participation in global rule-making [8][9]. - The "5C" global strategy framework has been introduced to guide automotive parts companies in their internationalization efforts, focusing on compliance, supply chain resilience, capital utilization, brand building, and talent development [10][11].

在12月9日，央视新闻《在一起 鸿蒙智行》直播盛典上，赛力斯集团董事长（创始人）张兴海谈到，问界M9累计交付已突破26万辆，自上市后，稳居50 万元级市场的销量第一。 一个诞生仅两年的车型，何以能撼动BBA的长期统治？ 答案或许在于，市场交易的底层逻辑已经彻底改变。对于动辄投入五六十万乃至上百万元购车的高净值消费者而言，决策中的不确定性被显著放大。他们 不再满足于选择一个公认的品牌标志作为社交密码，而是开始深入审视一辆车上更多维度的价值。 过去，选择BBA近乎是一种规避风险的"标准答案"；如今，选择问界M9这样深度集成行业前沿技术、并以"智慧重塑豪华"为核心理念的车型，则代表了 一种基于深度产品比较与技术自信的跃迁。这一消费心理的深刻转变，正在剧烈冲击由品牌历史与机械情怀构筑的传统游戏规则。 正如张兴海所总结的："一方面，数智化重构了汽车全产业链，推动产业重构；另一方面，电动化、智能化、绿色化重塑了新汽车，实现价值重塑。"问界 M9的持续成功，正是这一"重构"与"重塑"过程在市场终端最生动的体现。 同时，汽车的角色从信息孤岛变为数字生态的节点。鸿蒙座舱的核心在于打通生态，实现跨设备流转，让车成为连接多元场景的 ...